Integrating Zoho Campaigns account with SalesIQ
Integrating Zoho Campaigns account with SalesIQ
How to integrate Zoho Campaigns with your SalesIQ?
- From your Home Page, navigate to Settings > Developers > Integrations and then choose Zoho Campaigns from the list.
- Click the Enable button.
- If you are an administrator of more than one Zoho Campaign account, a pop-up appears. Select the Campaigns account you want to integrate with, and click Ok.
- Once you have integrated successfully, you can view the name of the administrator who integrated the Campaigns with SalesIQ and the Campaigns Org ID in the Connect with Zoho Campaigns Account section.
- You can now enable the Zoho Campaigns integration only using the OAuth (Previously, if you have used ZSC key to integrate the account, then you can continue to use the same.)
- You can integrate your account with SalesIQ only if you hold Administrator privilege in Zoho Campaigns.
- The Zoho Campaigns data displayed inside Zoho SalesIQ differ from one account to the other. The data each person contains in their specific campaign account will be displayed on each of their SalesIQ accounts.
- If a person with Campaigns Administrator privilege doesn't contain any data in their Zoho Campaigns account, then other campaign administrator data will be displayed on their SalesIQ account.
- If a person with Campaign Manager privilege doesn't contain any data, then no data will be displayed on their SalesIQ account. But, if their account is moved to a higher role (i.e., as Campaign Administrator.) then they can view all the data available in other administrator account.
Changing connected Campaigns account
- From the Home Page, navigate to Settings > Developers > Integrations > Zoho Campaigns.
- Click Change.
- A pop-up appears. Remember that clicking on Delete will remove all the data synced or transferred during the integration, and you can choose any Zoho Campaigns account you wish to integrate with.
Campaigns Configurations
- Other than these fields, you can choose five more fields to be mapped. Choose the field you would like to map in SalesIQ from the drop-down under "SalesIQ Fields".
- Then, choose the parallel field for the same from the "Campaign Fields" drop-down to be reflected in Zoho Campaigns.
- Now, the data fetched by SalesIQ will be pushed to the selected fields in Zoho Campaigns. You can also disable or remove the added fields using the "Disable" and "Delete" buttons.
SalesIQ configurations to view Campaign details
- If you wish to show the campaign details to all the Users irrespective of departments, then you can choose "All" option in Campaign details can be viewed by section.
- To allow only specific departments to view the campaign details, choose the "Selected Departments" option. Click on the search bar and choose the required departments. Now, only the users of the chosen departments can view the Campaign Details on the Zoho SalesIQ dashboard.
- A search option will appear, click on the search bar. The departments available will auto-populate in the drop-down, Choose the departments. Now, the users of the chosen department can only view the Campaign Details in Zoho SalesIQ dashboard.
- You can delete the chosen departments by clicking on the "Remove" button.
Enabling newsletter subscription in the chat window
- Navigate to Settings > Personalize > Brands > Brand name > Flow Controls.
- In the Fields section, click on Add Field.
- Drag and drop the Newsletter Subscription field.
- In the Field properties, under "Field name to be displayed in the pre-chat window", enter the text you would like to display to your website visitors in the chat window.
- Then, choose a mailing list from the drop down and click Save.
- Now, the visitors who access the chat widget on your website will be able to view the Newsletter subscription option in the pre-chat survey window.
Visitor Campaign details displayed on SalesIQ
Scoring visitors based on email campaigns
- Go to Settings > Automate > Lead Scoring and click Add.
- Under Audience Criteria, select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name.
- Define a criteria for your condition.
- Now select the points you would like to award for the specific rule. Then, click on Done.
- Now when each time the visitor visits your website from the specified email campaign, points will be added/reduced to the visitor's score based on the rule that was set.
Prioritizing visitors on rings view based on Zoho Campaigns
- In the Live Visitor's view, click on Customize on the top right and then click on Add.
- Under Audience Criteria, select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name.
- Define a "criteria" for your conditions. Specify conditions and criteria for all four rings.
- Finally, Click on Save.
- Give a name to this rule and choose this Custom view for your SalesIQ dashboard. Now, the visitors visiting your website from the email campaign will be prioritized in the specified tracking rings.
Filter visitors in visitor history based on Zoho Campaigns
- In the SalesIQ dashboard, navigate to Visitors and then click on the Leads.
- On the top right, click on the Create a List option and the 'Create a lead view' window will open.
- Under Audience Criteria, select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name. Define a criteria for your condition.
- Then, provide a name for your list and click the Save button.
- Now, the visitors visiting the website via the specified email campaign will be listed in a separate column.
Set triggers for visitors from a specific email campaign
- Navigate to Settings > Automate > Triggers > Add.
- Choose the brand for which you want to set the rule.
- Choose the audience - select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name. Then, define a criteria for your trigger.
- In the “When would you like to trigger the website visitor?” section, select an option - on the landing page or while accessing any page on the website.
- Choose the type of action you would like your trigger to perform in the “Custom Trigger” section.
- Finally, set the time after which you would like to perform the action in the “after” text box.
Adding leaving visitors to email campaign list
- Navigate to Settings > Automate > Triggers and click Add.
- Choose the brand for which you want to set the rule.
- Choose the audience.
- In the When would you like to trigger the visitor section, Choose Leaves my website.
- Choose Add to Campaigns Mailing List option as the trigger type.
- Then, you need to select your channel. You can either :
- Add visitors to an existing list or
- Create new list.
- You can select from the existing campaigns drop-down if you want to add visitors to an existing list.
- If you want to create a new list, you can click the Create new list option to generate a new list, then enter a name for the new mailing list in the text box, and set a periodic interval - weekly or monthly, and then click on Create to create the mailing list. Then, click on Next.
- Give your rule a name and click Launch. If the condition and criteria of the visitor match then the visitor will be added to the email campaign list when they leave your website.
Identifying the source of the Zoho campaign
- Add the UTM variables while scheduling the email campaign.
- Now, when the visitor lands on your website by accessing the email campaign link, Zoho SalesIQ detects details like the Campaign Source, Campaign Name, and Campaign Medium and records it automatically inside the Leads module of your Zoho CRM.
Identifying the website visitor's name and email id referred from Zoho campaigns
- ?zc_cid=$[CONTACTID]$
Categorizing visitors based on Campaign UTM variables
- In the Live Visitor's view, click on Customize on the top right. and then click on Add.
- Under Audience Criteria, select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name.
- Define a "criteria" for your conditions. Specify conditions and criteria for all four rings.
- Finally, Click on Save.
- Give a name to this rule and choose this Custom view for your SalesIQ dashboard. Now, the visitors visiting your website from the email campaign will be prioritized in the specified tracking rings.
Initiating triggers based on Campaign UTM variables
- Navigate to Settings > Automate > Triggers > Add.
- Choose the brand for which you want to set the rule.
- Choose the audience - select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name. Then, define a criteria for your trigger.
- In the “When would you like to trigger the website visitor?” section, select an option - on the landing page or while accessing any page on the website.
- Choose the type of action you would like your We trigger to perform in the “Custom Trigger” section.
- Finally, set the time after which you would like to perform the action in the “After” text box.
Route visitors based on Campaign UTM variables
- Navigate to Settings > Automate > Visitor Routing.
- Click on the "Add" to set your required filters.
- Choose the audience - select a condition relating to campaigns. These could be Campaign Content, Campaign Medium, Campaign Source, Campaign Term and Campaign Name. Then, define a criteria for your condition.
- Under Visitor routing options, select "Route to Selected Operators".
- Add your preferred operators using the search bar or simply select the operators from the list. Then, click on Next.
- To remove the added agents, hover over the agents and click "x" symbol.
- Give a name to your Routing Rule and then click on "Launch".
Is it possible to make the chat button clickable in my campaign emails?
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